Platform Features

Everything you need to run your service business

From scheduling to invoicing, ServBuilder replaces 5+ tools with one platform built for the trades.

Field Operations

Smart Scheduling

Drag-and-drop dispatch board with real-time crew availability. AI suggests optimal time slots so you never double-book.

Crew A

HVAC Install · 8:00 AM

En Route

Crew B

Drain Repair · 10:30 AM

On Site

Crew C

AC Service · 1:00 PM

Scheduled

Dispatching

One-tap job assignment. Crews get instant notifications with job details, customer info, and turn-by-turn directions.

Route Optimization

AI-planned multi-stop routes cut drive time by up to 30%. More jobs per day, less fuel.

GPS Tracking

Live crew location on a map. Customers get automatic ETA notifications so they're never left guessing.

Business Tools

Estimates & Invoicing

Build professional estimates from your price book in under 2 minutes. Convert to invoice in one tap. Get paid on-site or online.

Estimate #1047Pending
AC Unit Inspection$120
Filter Replacement ×2$45
Refrigerant Top-Up$95
Total$260

Payments

Accept cards in the field, online invoices, or ACH transfers. Funds hit your account in 1-2 business days via Stripe.

Customer Portal

Branded self-service portal for customers to request jobs, approve estimates, view history, and pay invoices online.

Reporting

Real-time dashboards for revenue, job volume, close rates, and crew utilization. No spreadsheets needed.

Mobile & Connectivity

Mobile App

Your entire business in your pocket. Technicians view jobs, capture photos, collect signatures, and process payments from iOS or Android.

📋View today's jobs3 assigned
📸Capture site photosOffline ✓
✍️Collect signatureOffline ✓
💳Process paymentOffline ✓

Offline Mode

Full functionality without signal. Jobs, forms, photos, and notes sync automatically when your techs reconnect.

AI Scheduling

Let AI auto-schedule jobs based on crew skills, location, and availability. Reduce admin time by hours each week.

Smart Alerts

Automated reminders for upcoming jobs, overdue invoices, and missed follow-ups. Never let anything slip.

See all features in action

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